Cash sitting in your bank account isn’t maximizing its potential. Here’s why—and what you can do instead.
Is your financial house in order for 2023? Use this guide to start the new year off on the right financial foot.
If you’re retiring in the next year, this checklist is for you! Learn more about what you need to do to prepare.
What happens if you calculate your retirement income needs and the numbers come up short for your ideal retirement age? We can help!
From all of us here at The Rosamond Financial Group, we want to wish you a Happy Thanksgiving! Blessings to you this holiday season!
2022 is quickly coming to a close. Make sure your finances are where you want them to be with these 5 actions to take before the year’s end.
Is your retirement checklist complete? Don’t forget about Medicare open enrollment. Here’s a summary of what you need to know.
Deferred compensation plans can be a popular choice for certain professionals, but consider these pros and cons before pulling the trigger.
President Biden announced a plan to forgive student loans. Who qualifies? Should you still plan for future college costs? We’ve got answers.
Are you prepared for an economic downturn? Here are 5 things you can do to better prepare for the unexpected.
Did you know you can use life insurance as an investment? Find out how you can lower your tax burden with life insurance.